Obermatt

Lamb Westons

NYQ:LW · US5132721045
Food ProductsLarge

360

31
EV / EBIT41
Price / Owner Earnings57
Owner Earnings Yield56
Dividend Yield77
Price/Sales46
EV / Gross Profit20
Price/Book13
Return on Capital67
Cash Return on Capital54
Return on Equity81
EBIT Margin60
Gross Profitability25
Cash Conversion91
Accruals86
Owner Earnings Margin56
Sales growth47
Profit Growth58
Long-Term EPS Growth11
Owner Earnings Growth94
Reinvestment7
Price momentum38
Debt load15
Refinancing63
Debt Payback19
Liquidity45
Analyst ratings35
Opinion Changes76
Price Target Upside12
Market mood56
Value Creation12/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Lamb Westons clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryUSA
IndustryFood Products
SizeLarge
TypePublic Company
ExchangeNYSE
Founded1950
Employees2,346
ISINUS5132721045
Last UpdateApr 2, 2026
Themes
Fast-Moving Consumer Goods

Description

Lamb Weston Holdings, Inc. (Lamb Weston) is a global producer, distributor, and marketer of value-added frozen potato products. The company supplies value-added frozen potato products in North America and internationally, with a strong presence in h…

Analysis

Quality compounder

Lamb Weston Holdings, Inc. is a quality compounder: a well-run business trading at a price that reflects what it is worth.

The price is fair. You pay 16.6× its owner earnings: the cash an owner could take out each year, which is in the historically fair zone. At today's price, the market is assuming roughly 4% yearly growth; analysts expect -2%. The gap between price and consensus is worth watching: demanding expectations.

The trajectory is tepid and the balance sheet is fragile. The company scores 12/20 on our value-creation score: creating some value.

What to watch: The financial cushion is thinner than comfortable. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
19
2023202420252026

All-time high

64

Jan 2024

All-time low

1

Jan 2025

Average rank

34

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
46
44
26
29
Price/Earnings
40
40
53
19
Price/Book
13
21
10
1
Dividend Yield
77
46
52
50
Value (overall)
39
32
32
39

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →